Investment Controlling for your investment goals
Are you responsible for the investment of assets? Are you looking for support in defining, implementing, and monitoring an overarching investment strategy? Or would you like to get an overview of a network of holdings with diverse bank accounts, assets and supervising partners?
Our cooperation models
Control
Comprehensive controlling according to your personal wishes and ideas.
Care
Proactive controlling cooperation through the active support and processing of topics that are relevant to you.
Connect
Highly individual integration of controlling services into the respective structures, investment organisations, processes, etc.
3 x Investment Controlling according to your ideas
Unifinanz can help navigate and monitor your investments with its many years of wide-ranging expertise. In doing so, we always give your supervisory duties top priority. Tailored to your individual needs, tasks and responsibilities, we offer you one of our three finely graded cooperation models: We will be happy to present them to you in a personal conversation using practical examples.
Control
For: Private clients, operating companies, structures with a focus on pure controlling
Focus on: the structure itself
Description: Comprehensive controlling according to your personal wishes and ideas.
Care
For: Foundations, trusts, and other structural organisations with responsibility towards third parties
Focus on: the structure(s) and those responsible for them
Description: Proactive controlling cooperation through the active support and processing of topics that are relevant to you.
Connect
For: independently managed foundations and trusts, family offices, and private clients with high demands or complex asset structuring
Focus on: Integration into the given structural landscape or organisation
Description: Highly individual integration of controlling services into the respective structures, investment organisations, processes, etc.
Analysis
Actual/target comparison with a neutral view of your starting position
With a detailed analysis, we look neutrally at the current structuring of the assets, the parties involved, and the goals and wishes of the end clients and the board. In this way, we define the scope of support together according to your needs.
Advising
Hand in hand – independent advice in the spirit of partnership
We assist in complex issues and support you in defining suitable investment guidelines, tackling fee issues, participating in client meetings, and organising workshops.
Verification and plausibility check
Excellent together – controlled and optimised
We deal intensively with the quantitative and qualitative examination of all essential factors. This starts with the initial situation and all parties involved and extends to compliance with regulatory requirements and the correct implementation of the investment strategy. To create transparency at all levels, we examine risk/return characteristics and performance and provide clarity on the current fee situation.
Reporting
Continuously monitored – through automated alerts and customised reporting
We consistently follow the defined investment guidelines, monitor compliance with them, and inform you of possible violations. With a reporting system that’s independent of custodian banks, you always have an overview of your asset situation and the overall performance of your investments. We design the reporting according to your wishes in order to support you in your daily business in the best possible way.